Eugene Root is a CFP-designated registered investment advisor at Templeton Financial Planning, based in Coraopolis, PA, with 2 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 15 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
While Templeton Financial Planning provides investment advice and executes trades, it does not offer ongoing investment management. Transactions occur when clients contribute or withdraw funds, or potentially for annual rebalancing. The firm focuses primarily on financial planning and tax services.
Location
Coraopolis, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Templeton Financial Planning
Previous Registrations
Strava Wealth
Gene Root, CFP
State Registrations1 state
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